Chapter 3
Navigating Salesforce
IN THIS CHAPTER
Introducing Salesforce terminology
Logging in to the site
Getting to know the Lightning home page
Understanding the Lightning Experience
If an application isn’t easy to use, you won’t use it. Period. Salesforce succeeds not only because it offers a universe of integrated tools but also because users can pick it up within minutes. You navigate Salesforce much the same way you do other websites: by clicking links and buttons. And for those of you who could navigate Salesforce’s “Classic” interface with your eyes closed, this chapter helps familiarize you with their new Lightning Experience (LEX) interface.
Whether you’re in LEX or Classic, you have so many ways to navigate Salesforce that it makes sense to lay down the obvious (and not-so-obvious) best practices for getting around the application.
Even if you’re familiar with Salesforce, you may want to scan this chapter because we cover terms that we use repeatedly throughout this book. ...
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